Position in TM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$225,345
-$81,110 QoQ
Shares Held
1,338
-10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#392
of 639 holders
Holding Since
Dec 2020
13 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in TM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Perigon Wealth Management, LLC holds $49,324,695 across 7 Auto Manufacturers names. TM ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
107,200 | $45,088,320 | |
| 2 | GM |
General Motors Co
|
23,603 | $1,819,319 | |
| 3 | F |
Ford Motor Co
|
62,949 | $874,991 | |
| 4 | RIVN |
Rivian Automotive, Inc. / DE
|
49,542 | $859,553 | |
| 5 | RACE |
Ferrari N.V.
|
1,079 | $401,700 | |
| 6 | TM |
Toyota Motor Corp/
This page
|
1,338 | $225,345 | |
| 7 | NIO |
NIO Inc.
|
10,962 | $55,467 |
All Filings in TM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,345 | 1,338 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $306,455 | 1,487 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $275,709 | 1,288 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $226,059 | 1,183 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $202,233 | 1,174 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $223,486 | 1,266 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $259,804 | 1,335 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $222,855 | 1,248 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $269,330 | 1,314 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $392,872 | 1,561 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $203,001 | 1,107 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $266,209 | 1,481 | Shares | Sole | 2023-10-30 | |
| 2020-12-31 | $46,989 | 304 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||